Is a sector of the economy represented in a diversified portfolio by household and leisure goods producers, food processing and beverage makers, automobiles, electronics and other light manufacturing and retail companies. This is a somewhat defensive sector which tends to lag in uptrends but to hold well in sagging markets. When the economy is growing there tends to be an increased demand for higher-end and luxury products. A contracting economy will produce demand for products to satisfy value-conscious consumers. And some products, such as food, are consumer necessities no matter the economic conditions. (See also Sector Investing, Finance Sector, Utility Sector, Manufacturing Sector, Resource Sector and Multi-Sector.)
The Investment Reporter •2022-03-24 •
Mullen Group’s investment quality is growing. Transat A.T.’s investment quality is declining. These two transportation stocks are going in opposite directions.
Our quality rating system uses a two-stage process to assess Read More
The Investment Reporter •2022-02-22 •
Mullen Group’s investment quality is growing. Transat A.T.’s investment quality is declining. These two transportation stocks are going in opposite directions.
Our quality rating system uses a two-stage process to assess Read More
The Investment Reporter •2020-12-28 •
There’s a human side to investing, and understanding it can make a big improvement in your returns, while lessening risk.
We all like to think of ourselves as rational, discerning, and Read More
The Investment Reporter •2020-11-26 •
There’s a human side to investing, and understanding it can make a big improvement in your returns, while lessening risk.
We all like to think of ourselves as rational, discerning, and Read More
The Investment Reporter •2019-10-27 •
“Diversification is protection against ignorance. It makes little sense if you know what you are doing.” We don’t often disagree with Warren Buffet, but sector investing lets you gain exposure Read More
The MoneyLetter •2018-08-23 •
US fundamentals remain very strong, and even though this is one of the longest bull markets in history, the economic recovery is also one of the shallowest in history, suggesting Read More
The Investment Reporter •2017-06-13 •
When you buy stocks in sectors and sub-sectors of the market, keep your portfolio balance goals in mind. If you’re a conservative, income-seeking investor, focus on utilities, financial and consumer Read More
The MoneyLetter •2014-12-02 •
Our investment planning committee regularly examines MDC Partners Inc. (TSX–MDZ.A) (NASDAQ—MDCA). Since we last looked at it at the start of the summer, the shares have risen by 5.1 per Read More
The MoneyLetter •2013-11-26 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
For 2014, market momentum and technological innovation will give world-class Canadian companies a solid base.
This year, more Read More
